FORWARD RETIREMENT
  • Home
  • Library
    • Discussions
    • Blog
    • Framework
    • Years of Income
    • Ret. Income Elements
    • Squared Away
  • Terms
Elements of Retirement Income
 

Below are the factors which typically make up the bulk of most Retirement Income situations, broken into two lists: ​those items which add resources, and those items which take resources away.
 
Please note that all of these are covered in detail in a stand-alone audio file on our Discussions page.

 

Increase Resources
  • Portfolio Returns
  • Social Security
  • Post retirement work (W2 or 1099; includes part time or occasional)
  • Conventional pension payments (e.g. military, teacher’s retirement, etc)
  • Ownership/co-ownership of a small business
  • Family (e.g. inheritance)
 

Decrease Resources
  • Recurring household budget
  • Other budget items (e.g. travel, education of kids or grandkids, etc)
  • Healthcare costs
  • Inflation
  • Taxes
  • Asset underperformance and/or losses of capital
  • Shock effect of unplanned needs for immediate cash
  • Family
Proudly powered by Weebly
  • Home
  • Library
    • Discussions
    • Blog
    • Framework
    • Years of Income
    • Ret. Income Elements
    • Squared Away
  • Terms